In this conversation, Brian Adams and Josh Chapman discuss gaming as an investment opportunity, particularly from the perspective of family offices. They explore the current state of the gaming market, the dynamics between the US and China, and the shifting attitudes of family offices towards gaming investments. The discussion also delves into the challenges faced by e-sports, the predictability of cash flows in gaming, and the impact of geopolitical factors on the industry. Emerging trends such as the movement towards web gaming and the role of AI in game development are also highlighted, showcasing the potential for growth and innovation in the gaming sector.
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The Mack Podcast